IFP Advisors’s Westlake Corp WLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Buy |
259
+258
| +25,800% | +$22K | ﹤0.01% | 2491 |
|
|
2025
Q1 | $2.9K | Sell |
1
-7
| -88% | -$20.3K | ﹤0.01% | 3025 |
|
|
2024
Q4 | $4.13K | Buy |
8
+1
| +14% | +$516 | ﹤0.01% | 2865 |
|
|
2024
Q3 | $1.05K | Sell |
7
-110
| -94% | -$16.5K | ﹤0.01% | 3072 |
|
|
2024
Q2 | $16.9K | Buy |
117
+6
| +5% | +$869 | ﹤0.01% | 2153 |
|
|
2024
Q1 | $17K | Buy |
111
+4
| +4% | +$611 | ﹤0.01% | 2053 |
|
|
2023
Q4 | $15K | Sell |
107
-23
| -18% | -$3.22K | ﹤0.01% | 2029 |
|
|
2023
Q3 | $16.2K | Sell |
130
-10
| -7% | -$1.25K | ﹤0.01% | 2044 |
|
|
2023
Q2 | $16.7K | Sell |
140
-371
| -73% | -$44.3K | ﹤0.01% | 2096 |
|
|
2023
Q1 | $59.6K | Sell |
511
-9,663
| -95% | -$1.13M | ﹤0.01% | 1490 |
|
|
2022
Q4 | $1.19M | Buy |
10,174
+9,818
| +2,758% | +$1.15M | 0.03% | 554 |
|
|
2022
Q3 | $42K | Buy |
356
+47
| +15% | +$5.55K | ﹤0.01% | 2513 |
|
|
2022
Q2 | $36K | Hold |
309
| – | – | ﹤0.01% | 2405 |
|
|
2022
Q1 | $36K | Buy |
309
+296
| +2,277% | +$34.5K | ﹤0.01% | 2405 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 3097 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4647 |
|
|
2021
Q2 | – | Sell |
-500
| Closed | -$44K | – | 4444 |
|
|
2021
Q1 | $44K | Buy |
+500
| New | +$44K | ﹤0.01% | 1523 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4120 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3964 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 3786 |
|
|
2020
Q1 | $0 | Sell |
8
-11
| -58% | – | ﹤0.01% | 3692 |
|
|
2019
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2729 |
|
|
2019
Q3 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 2938 |
|
|
2019
Q1 | – | Sell |
-7
| Closed | – | – | 3439 |
|
|
2018
Q4 | $0 | Sell |
7
-105
| -94% | – | ﹤0.01% | 3842 |
|
|
2018
Q3 | $9K | Sell |
112
-5,701
| -98% | -$458K | ﹤0.01% | 2889 |
|
|
2018
Q2 | $626K | Buy |
5,813
+5,404
| +1,321% | +$582K | 0.03% | 574 |
|
|
2018
Q1 | $44K | Hold |
409
| – | – | ﹤0.01% | 1896 |
|
|
2017
Q4 | $44K | Sell |
409
-104
| -20% | -$11.2K | ﹤0.01% | 1892 |
|
|
2017
Q3 | $43K | Buy |
+513
| New | +$43K | ﹤0.01% | 2065 |
|
|
2017
Q2 | – | Sell |
-1,534
| Closed | -$101K | – | 4191 |
|
|
2017
Q1 | $101K | Sell |
1,534
-517
| -25% | -$34K | ﹤0.01% | 1482 |
|
|
2016
Q4 | $115K | Buy |
2,051
+188
| +10% | +$10.5K | 0.01% | 1368 |
|
|
2016
Q3 | $100K | Buy |
+1,863
| New | +$100K | 0.01% | 1357 |
|